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Strategic Planning


Strategic planning is a process that helps you determine your
company's objectives and helps you adopt specific
action plans to attain those objectives.


The importance of written goals, objectives and strategies cannot be overstated.  These significant planning documents provide a focus  for your organization and your people, assist in building a goal-oriented, cohesive team, and define how the resources of your organization are going to be allocated or applied.

If you want your organization to exceed your customers’ expectations  and stay competitive, then a long-range Strategic Plan is a must.  Your Strategic Plan should be visionary and achievable --one that  continually strives toward the improvement of your organization's key business processes. Your Strategic Plan is the starting point for your organization’s planning process.  Legacy Associates works with you and your top management to set the strategic targets for your brands, your sales, your operations, and your finances.

The structure of the Legacy Strategic Planning process  requires an internal (inside the company) and external (outside the company) analysis of factors that could potentially impact the success of your organization.  The Legacy Strategic Planning process is heavily focused on your customer, your competition, and potential markets.

Your Legacy Advisor works with you and your management team through a process of brain-storming sessions and give-and-take discussions to assist in:

  1. Analyzing your organization’s overall present situation from these perspectives: strengths/weaknesses, core competencies, markets, competitive position, product development, customer satisfaction, cycle time, culture, and teamwork.

  2. Setting your future direction by: communicating your vision, creating a mission statement, clarifying your niche within the industry, exploring additional markets, defining both direct and indirect competitors, enhancing products and services, profiling customer expectations, and targeting alternative financial resources.

  3. Selecting and validating the best overall strategy.

  4. Developing elements and benchmarks for your company's strategic plan.


Legacy Associates has developed a comprehensive strategic planning system for small-to-medium size businesses. 
The GO SAMMY Strategy System Program™, a strategy development and implementation program for business owners and executives that aspire to achieve extraordinary results.

The program provides Subscription Members a set of critical and tactical actions that helps owners/executives of small to medium-sized companies make better decisions.  GO SAMMY™ provides in-depth instruction and guidance in strategic thinking, planning, and managing organizations not only during an economic crisis, but also during "the good times" as well. 


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Legacy Small Business Consulting Services